CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • Hi, I'm trying to build a report to show my companies that haven't had a meeting for YTD and/or on rolling 6-monthly basis so I can make sure I'm not missing any of my quieter customers. I've not been able to work out how to do this and couldn't find a post here about it. Any insight? ...read more
    • I am looking to have a "home page" dashboard for our sales people to go to every morning. The dashboard would have all their tasks, opportunities/deals, target accounts etc. Everything a rep needs to run their territory all in one place. I used salesforce for years and this was something out of the box that you could easily customize. I found this post from 4 years ago https://community.hubspot.com/t5/Releases-and-Updates/Introducing-the-New-Ta ...read more
    • I have a question about structuring deal stages and transition criteria. Everybody seems to do this a bit differently and I understand that each company has different needs and processes. From what I have seen, the closer to the closed won stage, the more "unified" everything is, whereas, at the beginning of the deal pipeline, it can be everything. There are already differences at what point you create a deal. I'm trying to understand how ...read more
    • I was wondering if anyone knows if we can create our own fields in the "About This Company" section where we can add the Sku's of the products that the customer purchases and the prices at which they purchase those products at? Currently we do this in a Pinned Note but there has to be a better way considering you can add SKU's to Hubspot. ...read more
    • Hi, Does anyone know of an easy way to count deals with specific property values? For example, my company offers 3 different subscription types (30 days, 90 days & 365 days). I want to trigger a workflow when someone has purchase 6 consectutive 30 day subscriptions to send them an email notifying them that if they switched to a 365 day subscription with monthly payments, they could be saving money. The only way I can think to do ...read more

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MiaSrebrnjak on January 31, 2024
Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs. read more
Community Manager
February 13, 2024
Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here to...read more
CDuncan6 on April 15, 2024
I cannot install and connect Freshsales Suite. There is no .io option and both myfreshworks.com and freshworks.com drop down could not connect too. Hoping for some assistance. Thank you.
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DMoreland3 on April 15, 2024
Our CRM team is performing an audit of our workflows. To help us stay organized and track our work, I created a few workflow properties to help us track which have been reviewed. After creating these, I'm finding that I am unable to set a value to read more
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Member
April 15, 2024
That worked. Thanks Karsten!
milesmcdonald on April 15, 2024
Is there a way to view which specific contacts were set to non-marketing last month? We had an unusually large amount of contacts set to non-marketing, and it would be helpful to view a list of those to understand why.
Hall of Famer | Partner
April 15, 2024
Hi @milesmcdonald , You should be able to access this information via a property history export: https://knowledge.hubspot.com/properties/exp...read more
DCrinnion on April 15, 2024
Hi All, Could I ask for opinions on how to assign a Lead Source based on someone being created via a Sales Extension? We currently do Lead Source Assignments (such as forms) via having an active list where prospects get put in when theyve do read more
Top Contributor
April 15, 2024
Hi @DCrinnion , Not sure if I understand your question correctly, but the new Record Source values would be "Sales Extension" for these records: ...read more
MMunro on April 15, 2024
Hi, When searching for a client in Hubspot Deals, once I click on a deal I can see "Overview" and "Activity" You should then be able to see the email thread but this is not always visible. Is it possible to make sure all previous emails are show read more
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Member
April 15, 2024
Thanks for your fast response. It looks like all the filters are correct but as you can see below it shows no emails, I know that I had emailed this ...read more
GIDM on April 15, 2024
I wanted to know if hubspot integrated with gmail has the functionality to Remind you if you don't hear back For example, I send an email to a customer. He did not respond within 2 days. I want Hubspot to remind me of this so I can send read more
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Hall of Famer | Partner
April 15, 2024
Hi @GIDM , No, unfortunately not. While you can create a task to check in on the contact you're emailing (at the bottom of the email editor in...read more